In this episode, we talk about the flywheel for Hyperliquid, provide an update on the situation in the US, and discuss the Plasma deposits.
(0:00) Intro
(1:30) Hubris vs confidence
(6:05) NFTs were the better onboarding tech
(12:40) NFT and Crypto Headlines
(17:46) Web3 Headline Roundup
(21:10) Unit to TWAP into Hype
(25:50) What's the potential bear case?
(33:50) Bitcoin is confident above $100k
(36:55) Plasma deposits opened today
(41:40) Circle vs Plasma
(46:17) Why Plasma is likely to raise the deposit cap
(53:20) X partners with Polymarket
DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only
